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Best Financial Stocks

In a hurry? Financial Stocks Lists: Performance Trends Table, Stock Charts
Sort Financial stocks: Daily, Weekly, Year-to-Date, Market Cap & Trends.
Filter Financial stocks list by size:All Financial Large Mid-Range Small & MicroCap

On this page, you will find the most comprehensive analysis of financial stocks and ETFs - from latest trends to performances to charts - for investing & trading. Explore!
12Stocks.com Financial Stocks Performances & Trends Daily
April 24, 2024 - Although long term and short term trends for Financial sector are good, the mid term i.e weekly trends are deteriorating.

The overall Smart Investing & Trading Score is 75 (0-bearish to 100-bullish) which puts Financial sector in short term neutral to bullish trend.

The Smart Investing & Trading Score from previous trading session is 70 and hence an improvement of trend.

 Year To Date Performance: 9.39 %
 Weekly Performance: 1.86 %
 Daily Performance: 0.64 %
12Stocks.com
Financial Sector Trend
75 / 100
Here are the Smart Investing & Trading Scores of the most requested Financial stocks at 12Stocks.com (click stock name for detailed review):

12Stocks.com: Investing in Financial sector with Stocks
The following table helps investors and traders sort through current performance and trends (as measured by Smart Investing & Trading Score) of various stocks in the Financial sector.

Quick View: Move mouse or cursor over stock symbol (ticker) to view short-term Technical chart and over stock name to view long term chart. Click on to add stock symbol to your watchlist and to view watchlist. Click on any ticker or stock name for detailed market intelligence report for that stock.

12Stocks.com Performance of Stocks in Financial Sector

TickerStock NameWatchlistCategoryRecent PriceTrend ScoreChange %YTD Change%
BTOJohn Hancock Closed-End Fund - Equity28.16671.59%-6.38%
BMEBlackRock Health Closed-End Fund - Equity39.29490.72%-2.89%
SVIIUSpring Valley SPAC11.18610.00%2.19%
AMALAmalgamated Bank Regional Banks23.05641.32%-14.44%
HAFCHanmi  Regional Banks15.64742.83%-19.38%
EDDMorgan Stanley Closed-End Fund - Debt4.53320.33%-2.90%
DHILDiamond Hill Asset Mgmt151.3774-0.32%-8.59%
WSRWhitestone REIT REIT - Retail11.50491.50%-6.43%
PMMPutnam Managed Closed-End Fund - Debt5.90200.34%-2.96%
DSMBNY  Closed-End Fund - Debt5.60250.90%-1.93%
OZBelpointe PREP Financials - Development59.0010-1.67%-23.49%
GCBCGreene County S&L29.261000.52%3.76%
CCBGCapital City Regional Banks27.18600.26%-7.65%
AWPAberdeen Global Closed-End Fund - Foreign3.70491.09%-4.64%
FRABlackRock Floating Closed-End Fund - Debt13.191000.69%4.19%
DFPFlaherty & Crumrine Dynamic Preferred and ome Fund Closed-End Fund - Debt18.20321.11%2.54%
PMXPIMCO Municipal Closed-End Fund - Debt7.471001.36%1.08%
EFREaton Vance Closed-End Fund - Debt13.08430.31%3.32%
CITECartica Acquisition SPAC11.14590.00%2.11%
RENECartesian Growth SPAC11.20750.18%2.38%
BYMBlackRock Municipal Closed-End Fund - Debt11.06230.05%-1.34%
THCPThunder Bridge SPAC10.51690.00%2.84%
PFISPeoples  Regional Banks38.94671.64%-20.04%
EBTCEnterprise Bancorp S&L24.43490.78%-24.27%
PLAOPatria Latin SPAC11.33410.00%2.16%
For chart view version of above stock list: Chart View ➞
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Performance: Year-to-date, Week and Day
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Detailed Overview of Financial Stocks
Financial Technical Overview, Leaders & Laggards, Top Financial ETF Funds & Detailed Financial Stocks List, Charts, Trends & More

Financial Sector: Technical Analysis, Trends & YTD Performance
Financial sector is composed of stocks from banks, brokers, insurance, REITs and services subsectors.

Financial sector, as represented by XLF, an exchange-traded fund [ETF] that holds basket of Financial stocks (e.g, Bank of America, Goldman Sachs) is up by 9.39% and is currently outperforming the overall market by 3.75% year-to-date. Below is a quick view of Technical charts and trends:

XLF Weekly Chart
Long Term Trend: Very Good
Medium Term Trend: Not Good

XLF Daily Chart
Short Term Trend: Very Good
Overall Trend Score: 75
YTD Performance: 9.39%
**Trend Scores & Views Are Only For Educational Purposes And Not For Investing


12Stocks.com: Top Performing Financial Sector Stocks
Hot Financial Stocks of 2024 We try to spot trends by analyzing the performances of various stocks or components within Financial sector and try to find best performing stocks. The movers and shakers. The winners and losers.

The top performing Financial sector stocks year to date are
Root [465%] Hippo [134%] Gladstone Capital[99%]
Banco Macro[81%] Grupo Financiero[77%] Banco BBVA[73%]
Yiren Digital[61%] Heritage Insurance[56%] Fidelis Insurance[55%]
First [52%] Mercury General[52%] EverQuote [51%]
View complete list of Financial stocks by year-to-date performance

Now, more recently, over last week, the top performing Financial sector stocks on the move are
Oportun [35.8%] Cipher Mining[25%] Root [14.4%]
Globe Life[13.5%] Iris Energy[12.7%] Coinbase Global[12%]
Grupo Supervielle[10.6%] Franklin Street[10.1%] KB [9.9%]
Banco BBVA[9.7%] LendingTree [9.6%] Metropolitan Bank[9.3%]
View complete list of Financial stocks by weekly performance

Unfortunately not all Financial stocks have done well this year. Investors of these stocks hope they have seen the worst and hope that these stocks are set to bounce back. The bearish stocks in this index year to date (YTD) are
Office Properties[-73%] New York[-69%] Texas Pacific[-63%]
Fathom [-57%] Douglas Elliman[-57%] Hywin [-53%]
FRP [-52%] eHealth [-48%] Fanhua [-47%]
RE/MAX [-47%] AlTi Global[-45%] Upstart [-43%]
.
Investors can get enhanced performance by riding the current stock trends. Using complex algorithms, 12Stocks.com has come up with Smart Investing & Trading Scores (on 0-bearish to 100-bullish scale) to identify best trending stocks. Top trending Financial stocks are
Enova [100] Piedmont Office[100] Equity Bancshares[100]
Cadence Ban[100] CVB [100] Jackson [100]
NBT Bancorp[100] Victory Capital[100] RLI [100]
Hagerty [100] Popular [100] Trustmark [100]
View complete list of Financial stocks by 12Stocks.com trends

12Stocks.com: Investing in Financial Sector using Exchange Traded Funds
The following table shows list of key exchange traded funds (ETF) that help investors track Financial Index. For detailed view, check out our ETF Funds section of our website.

Quick View: Move mouse or cursor over ETF symbol (ticker) to view short-term Technical chart and over ETF name to view long term chart. Click on ticker or stock name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist.

12Stocks.com List of ETFs that track Financial Index

TickerETF NameWatchlistRecent PriceSmart Investing & Trading ScoreChange %Week %Year-to-date %
XLFFinancial  41.13750.641.869.39%
IAIBroker-Dealers & Secs 113.10750.191.864.21%
IYFFinancials  93.15750.522.039.06%
IYGFinancial Services  64.88750.792.38.61%
KRERegional Banking  48.73742.082.98-7.06%
IXGGlobal Financials  84.65750.772.167.73%
VFHFinancials  99.82751.542.128.19%
KBEBank  45.64931.042.77-0.83%
FASFinancial Bull 3X 103.56751.945.7525.3%
FAZFinancial Bear 3X 10.5825-1.76-5.54-22.6%
UYGFinancials  64.74751.353.6817.28%
IATRegional Banks  41.89930.822.820.12%
KIEInsurance  49.75650.591.3710.02%
PSCFSmallCap Financials  46.95591.543.25-4.53%
EUFNEurope Financials  22.67752.303.288.16%
PGFFinancial Preferred  14.72391.381.310.96%
 Smart Investing & Trading Score (0-Bearish to 100-Bullish)
12Stocks.com: Charts, Trends, Fundamental Data and Performances of Financial Stocks
We now take in-depth look at all Financial stocks including charts, multi-period performances and overall trends (as measured by Smart Investing & Trading Score).

One can sort Financial stocks (click link to choose) by Daily, Weekly and by Year-to-Date performances. Also, one can sort by size of the company or by market capitalization.
Select Your Default Chart Type:
Long Term Chart Daily Chart Weekly Chart 
Long Term Chart (Default)
Weekly Chart Example
Daily Chart Example
Click on stock symbol or name for detailed view. Click on to add stock symbol to your watchlist and to view watchlist. Quick View: Move mouse or cursor over "Daily" to quickly view daily Technical stock chart and over "Weekly" to view weekly Technical stock chart.

Stock Chart of John Hancock Financial Opportunities FundBTO John Hancock Financial Opportunities Fund
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 326.747 Millions
Recent Price: 28.16    
Smart Investing & Trading Score: 67
Day Percent Change: 1.59%    
Day Change: 0.44
Week Change: 3.68%    
Year-to-date Change: -6.4%
BTO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BTO to Watchlist:       View:      Get Complete BTO Trend Analysis ➞

Stock Chart of BlackRock Health Sciences TrustBME BlackRock Health Sciences Trust
Sector: Financials
SubSector: Closed-End Fund - Equity
MarketCap: 325.547 Millions
Recent Price: 39.29    
Smart Investing & Trading Score: 49
Day Percent Change: 0.72%    
Day Change: 0.28
Week Change: 1.26%    
Year-to-date Change: -2.9%
BME Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BME to Watchlist:       View:      Get Complete BME Trend Analysis ➞

Stock Chart of Spring Valley Acquisition Corp. IISVIIU Spring Valley Acquisition Corp. II
Sector: Financials
SubSector: SPAC
MarketCap: 324 Millions
Recent Price: 11.18    
Smart Investing & Trading Score: 61
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.2%
SVIIU Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add SVIIU to Watchlist:       View:      Get Complete SVIIU Trend Analysis ➞

Stock Chart of Amalgamated BankAMAL Amalgamated Bank
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 321.899 Millions
Recent Price: 23.05    
Smart Investing & Trading Score: 64
Day Percent Change: 1.32%    
Day Change: 0.30
Week Change: 2.63%    
Year-to-date Change: -14.4%
AMAL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AMAL to Watchlist:       View:      Get Complete AMAL Trend Analysis ➞

Stock Chart of Hanmi Financial CorporationHAFC Hanmi Financial Corporation
Sector: Financials
SubSector: Regional - Pacific Banks
MarketCap: 319.929 Millions
Recent Price: 15.64    
Smart Investing & Trading Score: 74
Day Percent Change: 2.83%    
Day Change: 0.43
Week Change: 2.83%    
Year-to-date Change: -19.4%
HAFC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add HAFC to Watchlist:       View:      Get Complete HAFC Trend Analysis ➞

Stock Chart of Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.EDD Morgan Stanley Emerging Markets Domestic Debt Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 317.807 Millions
Recent Price: 4.53    
Smart Investing & Trading Score: 32
Day Percent Change: 0.33%    
Day Change: 0.02
Week Change: 1.23%    
Year-to-date Change: -2.9%
EDD Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EDD to Watchlist:       View:      Get Complete EDD Trend Analysis ➞

Stock Chart of Diamond Hill Investment Group, Inc.DHIL Diamond Hill Investment Group, Inc.
Sector: Financials
SubSector: Asset Management
MarketCap: 316.203 Millions
Recent Price: 151.37    
Smart Investing & Trading Score: 74
Day Percent Change: -0.32%    
Day Change: -0.49
Week Change: 0.36%    
Year-to-date Change: -8.6%
DHIL Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DHIL to Watchlist:       View:      Get Complete DHIL Trend Analysis ➞

Stock Chart of Whitestone REITWSR Whitestone REIT
Sector: Financials
SubSector: REIT - Retail
MarketCap: 316.114 Millions
Recent Price: 11.50    
Smart Investing & Trading Score: 49
Day Percent Change: 1.50%    
Day Change: 0.17
Week Change: 2.5%    
Year-to-date Change: -6.4%
WSR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add WSR to Watchlist:       View:      Get Complete WSR Trend Analysis ➞

Stock Chart of Putnam Managed Municipal Income TrustPMM Putnam Managed Municipal Income Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.90    
Smart Investing & Trading Score: 20
Day Percent Change: 0.34%    
Day Change: 0.02
Week Change: 0%    
Year-to-date Change: -3.0%
PMM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMM to Watchlist:       View:      Get Complete PMM Trend Analysis ➞

Stock Chart of BNY Mellon Strategic Municipal Bond Fund, Inc.DSM BNY Mellon Strategic Municipal Bond Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 315.907 Millions
Recent Price: 5.60    
Smart Investing & Trading Score: 25
Day Percent Change: 0.90%    
Day Change: 0.05
Week Change: 0.36%    
Year-to-date Change: -1.9%
DSM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DSM to Watchlist:       View:      Get Complete DSM Trend Analysis ➞

Stock Chart of Belpointe PREP, LLCOZ Belpointe PREP, LLC
Sector: Financials
SubSector: Financials - Development
MarketCap: 315 Millions
Recent Price: 59.00    
Smart Investing & Trading Score: 10
Day Percent Change: -1.67%    
Day Change: -1.00
Week Change: -4.84%    
Year-to-date Change: -23.5%
OZ Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add OZ to Watchlist:       View:      Get Complete OZ Trend Analysis ➞

Stock Chart of Greene County Bancorp, Inc.GCBC Greene County Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 314.83 Millions
Recent Price: 29.26    
Smart Investing & Trading Score: 100
Day Percent Change: 0.52%    
Day Change: 0.15
Week Change: 2.31%    
Year-to-date Change: 3.8%
GCBC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add GCBC to Watchlist:       View:      Get Complete GCBC Trend Analysis ➞

Stock Chart of Capital City Bank Group, Inc.CCBG Capital City Bank Group, Inc.
Sector: Financials
SubSector: Regional - Mid-Atlantic Banks
MarketCap: 314.459 Millions
Recent Price: 27.18    
Smart Investing & Trading Score: 60
Day Percent Change: 0.26%    
Day Change: 0.07
Week Change: 0.33%    
Year-to-date Change: -7.7%
CCBG Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CCBG to Watchlist:       View:      Get Complete CCBG Trend Analysis ➞

Stock Chart of Aberdeen Global Premier Properties FundAWP Aberdeen Global Premier Properties Fund
Sector: Financials
SubSector: Closed-End Fund - Foreign
MarketCap: 313.447 Millions
Recent Price: 3.70    
Smart Investing & Trading Score: 49
Day Percent Change: 1.09%    
Day Change: 0.04
Week Change: 2.78%    
Year-to-date Change: -4.6%
AWP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add AWP to Watchlist:       View:      Get Complete AWP Trend Analysis ➞

Stock Chart of BlackRock Floating Rate Income Strategies Fund, Inc.FRA BlackRock Floating Rate Income Strategies Fund, Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 13.19    
Smart Investing & Trading Score: 100
Day Percent Change: 0.69%    
Day Change: 0.09
Week Change: 1.46%    
Year-to-date Change: 4.2%
FRA Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add FRA to Watchlist:       View:      Get Complete FRA Trend Analysis ➞

Stock Chart of Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.DFP Flaherty & Crumrine Dynamic Preferred and Income Fund Inc.
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 312.007 Millions
Recent Price: 18.20    
Smart Investing & Trading Score: 32
Day Percent Change: 1.11%    
Day Change: 0.20
Week Change: 1.45%    
Year-to-date Change: 2.5%
DFP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add DFP to Watchlist:       View:      Get Complete DFP Trend Analysis ➞

Stock Chart of PIMCO Municipal Income Fund IIIPMX PIMCO Municipal Income Fund III
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.807 Millions
Recent Price: 7.47    
Smart Investing & Trading Score: 100
Day Percent Change: 1.36%    
Day Change: 0.10
Week Change: 3.03%    
Year-to-date Change: 1.1%
PMX Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PMX to Watchlist:       View:      Get Complete PMX Trend Analysis ➞

Stock Chart of Eaton Vance Senior Floating-Rate TrustEFR Eaton Vance Senior Floating-Rate Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 309.507 Millions
Recent Price: 13.08    
Smart Investing & Trading Score: 43
Day Percent Change: 0.31%    
Day Change: 0.04
Week Change: -0.08%    
Year-to-date Change: 3.3%
EFR Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EFR to Watchlist:       View:      Get Complete EFR Trend Analysis ➞

Stock Chart of Cartica Acquisition CorpCITE Cartica Acquisition Corp
Sector: Financials
SubSector: SPAC
MarketCap: 308 Millions
Recent Price: 11.14    
Smart Investing & Trading Score: 59
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.1%
CITE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add CITE to Watchlist:       View:      Get Complete CITE Trend Analysis ➞

Stock Chart of Cartesian Growth Corporation IIRENE Cartesian Growth Corporation II
Sector: Financials
SubSector: SPAC
MarketCap: 307 Millions
Recent Price: 11.20    
Smart Investing & Trading Score: 75
Day Percent Change: 0.18%    
Day Change: 0.02
Week Change: 0.18%    
Year-to-date Change: 2.4%
RENE Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add RENE to Watchlist:       View:      Get Complete RENE Trend Analysis ➞

Stock Chart of BlackRock Municipal Income Quality TrustBYM BlackRock Municipal Income Quality Trust
Sector: Financials
SubSector: Closed-End Fund - Debt
MarketCap: 306.507 Millions
Recent Price: 11.06    
Smart Investing & Trading Score: 23
Day Percent Change: 0.05%    
Day Change: 0.01
Week Change: 0%    
Year-to-date Change: -1.3%
BYM Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add BYM to Watchlist:       View:      Get Complete BYM Trend Analysis ➞

Stock Chart of Thunder Bridge Capital Partners IV Inc.THCP Thunder Bridge Capital Partners IV Inc.
Sector: Financials
SubSector: SPAC
MarketCap: 306 Millions
Recent Price: 10.51    
Smart Investing & Trading Score: 69
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.8%
THCP Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add THCP to Watchlist:       View:      Get Complete THCP Trend Analysis ➞

Stock Chart of Peoples Financial Services Corp.PFIS Peoples Financial Services Corp.
Sector: Financials
SubSector: Regional - Northeast Banks
MarketCap: 305.499 Millions
Recent Price: 38.94    
Smart Investing & Trading Score: 67
Day Percent Change: 1.64%    
Day Change: 0.63
Week Change: 2.23%    
Year-to-date Change: -20.0%
PFIS Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PFIS to Watchlist:       View:      Get Complete PFIS Trend Analysis ➞

Stock Chart of Enterprise Bancorp, Inc.EBTC Enterprise Bancorp, Inc.
Sector: Financials
SubSector: Savings & Loans
MarketCap: 304.53 Millions
Recent Price: 24.43    
Smart Investing & Trading Score: 49
Day Percent Change: 0.78%    
Day Change: 0.19
Week Change: 1.92%    
Year-to-date Change: -24.3%
EBTC Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add EBTC to Watchlist:       View:      Get Complete EBTC Trend Analysis ➞

Stock Chart of Patria Latin American Opportunity Acquisition Corp.PLAO Patria Latin American Opportunity Acquisition Corp.
Sector: Financials
SubSector: SPAC
MarketCap: 304 Millions
Recent Price: 11.33    
Smart Investing & Trading Score: 41
Day Percent Change: 0.00%    
Day Change: 0.00
Week Change: 0%    
Year-to-date Change: 2.2%
PLAO Links: Profile   News     Message Board
Charts:- Daily  , Weekly
Add PLAO to Watchlist:       View:      Get Complete PLAO Trend Analysis ➞

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